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iShares Russell 3000 Value Index shares owned by American Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by American Wealth Advisors from 13F filings

Historical chart of American Wealth Advisors investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by American Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by American Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $49k 473 102.59

More positions owned by American Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr North Amern Nat (IGE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for American Wealth Advisors

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Royal Bank of Canada
Venturi Wealth Management
Commonwealth Equity Services
Pnc Financial Services

View all funds holding iShares Russell 3000 Value Index